First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
20 hedge funds and large institutions have $9.8M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.
4.89% less ownership
Funds ownership: 62.57% → 57.68% (-4.9%)
9% less funds holding
Funds holding: 22 → 20 (-2)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
80% less capital inflows, than outflows
Capital inflows: $686K | Capital outflows: $3.44M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$529K |
| 2 |
Mach-1 Financial Group
Rogers,
Arkansas
|
+$122K |
| 3 |
Silver Oak Securities
Jackson,
Tennessee
|
+$16.4K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10.8K |
| 5 |
Global Retirement Partners
San Rafael,
California
|
+$7.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$392K |
| 3 |
FSB Premier Wealth Management
Waterloo,
Iowa
|
-$278K |
| 4 |
Manchester Financial
Westlake Village,
California
|
-$134K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$65.5K |
SHRY Hedge Fund Activity: Q1 2023 in Review
20 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) for Q1 2023, worth a combined $9.8M — down 19% from $12.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SHRY and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $529K. The largest seller was Susquehanna International Group, cutting an estimated $2.46M.
- 20 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q1 2023, down from 22 in Q4 2022.
- Funds reported $9.8M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q1 2023, down 19% quarter-over-quarter.
- 1 fund opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q1 2023 was LPL Financial, an estimated $529K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q1 2023 was Susquehanna International Group, an estimated $2.46M sold.
Based on aggregated 13F filings for Q1 2023.